INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 130 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $602,658 | +21.5% | 26,305 | +21.7% | 0.00% | 0.0% |
| Q1 2024 | $496,145 | +24.7% | 21,618 | +23.5% | 0.00% | 0.0% |
| Q4 2023 | $397,935 | +8.4% | 17,507 | +7.2% | 0.00% | 0.0% |
| Q3 2023 | $366,985 | +5.5% | 16,325 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $347,955 | +6.1% | 15,430 | +5.8% | 0.00% | 0.0% |
| Q1 2023 | $327,989 | +42.1% | 14,590 | +39.8% | 0.00% | +33.3% |
| Q4 2022 | $230,815 | – | 10,439 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 580,504 | $13,194,864 | 7.83% |
| BANTA ASSET MANAGEMENT LP | 188,435 | $4,283,128 | 5.10% |
| Mirador Capital Partners LP | 921,758 | $20,951,552 | 4.44% |
| Oder Investment Management, LLC | 128,206 | $2,914,128 | 2.88% |
| Ironwood Financial, llc | 468,499 | $10,648,979 | 2.58% |
| FF Advisors,LLC | 136,002 | $3,091,332 | 2.57% |
| Horizons Wealth Management | 130,894 | $2,975,225 | 1.95% |
| Legacy Financial Group LLC | 18,831 | $428,000 | 1.94% |
| SFE Investment Counsel | 281,300 | $6,393,949 | 1.66% |
| PRIVATE CLIENT SERVICES, LLC | 82,410 | $1,873,179 | 1.54% |